The Mastermind for Elite Investors Who Are Done Playing the Wall Street Game
Learn to protect and multiply your wealth with the same strategies used by the ultra-wealthy — without trading your time, overpaying in taxes, or relying on guesswork.
You’ve done the hard work to build wealth. But traditional financial planning isn’t getting you where you want to go. At the Pantheon Mastermind, we help elite investors go beyond conventional strategies and step into the role of Wealth Architect — optimizing cash flow, taxes, deal flow, and long-term impact with the same precision and power as top-tier family offices.
✅ By Application Only
✅ Accredited Investors
✅ Backed by Real Results
You're Not Here to Be Sold.
You’re here because you’re smart enough to know there’s more.
Most of our members came to us feeling:
- Over-leveraged in their business or real estate
- Buried under taxes
- Frustrated by vanilla advice from advisors who didn’t “get it”
- Skeptical about anything that sounds like another pitch
But something resonated — a podcast, a conversation, or a gut feeling that there must be a better way to create freedom, wealth, and purpose.
If that’s you… you’re in the right place.
Why I Created the Pantheon Mastermind
Dave walking through why traditional models fail and why he built this for people like you
This Isn’t Networking. It’s a Strategy System That Gets Results.
The Pantheon Mastermind is your command center for wealth.
We combine high-level strategy, elite access, and personal support in a format built to deliver outcomes — not just ideas.
Here’s how it works:
Monthly Strategy Calls
Led by Dave Wolcott and faculty of expert investors, tax strategists, and planners.
Your Personal Wealth OS Dashboard
Model, measure, and manage your cash flow, investments, and tax impact like a Family Office.
Investor DNA and Opportunity Strike Zone
Get total clarity on which strategies are right for you, and which to ignore.
Access to Off-Market Deals
Real estate, oil & gas, private credit, asymmetric risk-reward investments — no fluff, only vetted.
Build Your Dream Team
Tax, estate, infinite banking, asset protection — all speaking the same language.
Master the Holistic Wealth Strategy
Align your wealth with your mindset, mission, and life goals — and pass it down with intention.
Real Investors. Real Results.
What Our Clients Say
What You Get
Your Mastermind Membership Includes:
- 12 Expert-Led Monthly Strategy Zoom Sessions
- 1 Ticket to the Annual Live Mastermind Event (Sarasota, FL)
- Lifetime Access to Our Holistic Wealth Strategy Curriculum
- Full Wealth OS Access (Custom Dashboard & Tracking Tools)
- Personalized Wealth Strategy Roadmap + IPS
- Private Group Access to Dave & Faculty
- Access to Exclusive Deal Flow & JV Opportunities
- Priority Access to the Virtual Family Office
But something resonated — a podcast, a conversation, or a gut feeling that there must be a better way to create freedom, wealth, and purpose.
If that’s you… you’re in the right place.
Annual Investment: $15,000
Target ROI: $150,000+ via tax strategy, deal flow, and repositioned capital
Real Investors. Real Conversations Real Breakthroughs.
“Our members meet in-person once a year in Sarasota, FL for high-impact strategy, deep connections, and powerful breakthroughs. It’s part business, part legacy, part life design — and it’s always transformational.”
Not for Everyone. And That’s the Point.
The Pantheon Mastermind is built by accredited investors, for accredited investors who are serious about protecting and multiplying their wealth.
We maintain a tight-knit group of high-caliber individuals who share:
- A commitment to growth
- An openness to alternatives
- A desire to build a lasting legacy
- A mindset of freedom over fear
- A commitment to growth
- An openness to alternatives
- A desire to build a lasting legacy
- A mindset of freedom over fear
When you book your call, you’ll also receive:
- Holistic Wealth Strategy Masterclass
- Free Copy of The Holistic Wealth Strategy Book
- Passive Investing Guide
- Mastermind Awareness PDF
- Customized Discovery Call with a Wealth Strategist
Ready to Build Your Family Office Without the Overhead?
Let’s talk about whether the Mastermind is the right next move for you.
No pressure. No hard sell.
Just clarity, strategy, and opportunity — the way the ultra-wealthy approach wealth building.
When you join, you’ll receive instant access to our Mastermind Member Platform, including:
Exclusive Advisory Board Access
As a member, you gain access to our private Board of Advisors — not available to the public — to guide your most important wealth decisions.
Mastermind Curriculum Access
Your first-year journey covers 10 powerful modules across strategy, tax, estate, infinite banking, health, and legacy. ✅ Preview: Vision, Values & Goals, Investor DNA, Tax Strategy, Infinite Banking, Premium Finance, Centimillionaire Planning, Human Capital Optimization… and more
Downloadable Tools & Templates
Investor Policy Statement (IPS) Templates, Deal Analysis Sheets, Tax Savings Worksheets, and more.
Full Video Library
Replay every past Mastermind session, including deep-dive teachings, frameworks, and Q&A with elite wealth experts.
Holistic Wealth Focus
From AI and economic trend briefings, to mental resilience, relationship capital, and longevity insights — we go far beyond money. This is about living extraordinarily well.
Guest Expert Sessions
Gain insights from an extraordinary lineup of thought leaders and practitioners, including:
Elizabeth Tresp, JD, LL.M
MC Laubscher
Steven Bowles
Richard Wilson
Jeremy Roll
Andrew Howell
Trevor McGregor
Casey Meyeres
Mike Koenigs
Dr. Patty Ann Tublin
Book Your Strategy Call Now
Let’s walk through your goals, portfolio, and wealth vision to see if the Mastermind is the right fit.
No pressure. No pitch. Just clarity.